An app to manage and update sales leads.
How we built this appWe made this app in under 30 minutes by defining a simple spreadsheet that would capture the important columns for the app. Each row in the spreadsheet is a different organization and the app only uses a single tab. Here are some tips for building an app like this one: 1. You can make a multiple choice question with buttons or drop-down menus by going to Advanced Editor > Data > Column Structure and then identifying the column where you want multiple selections; change the type of the column to ENUM (single choice) or ENUMLIST (multiple choice) to build the drop-down list. Click on the edit button to add the values in the enumeration. AppSheet will show up to 4 elements as buttons instead of a drop-down if they fit in the width of the user screen. 2. To add charts, go to Advanced Editor > UX > Controls and then add a new view. In the Basic Editor, simply click in UX and you'll see the tool to add controls. Add a new view and give it a name and select a position. AppSheet only fits three icons in the bottom section of the app, any additional views go in "Menu". For Action, select Chart, you will need to point to a data column or AppSheet will identify a column with numeric data to display. For charts, action type gives you different types of charts to display, in this app, we chose Histogram to show the number of opportunities in a given month, but you can play with the different options to produce the charts you need. The App also demonstrates the use of Dependent Dropdowns via Valid_If column constraints. The 'Lead Region' and 'Lead Country' column definitions use Valid_If constraints to limit their values based on data in a separate Regions table. Notice that when a specific region is chosen, the allowed values for the country change to reflect the chosen region.
Sales & CRM